Anic Equity¶
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Total return since start: 0.618 %¶
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Equity now: -----------------------------> 49424.5 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45362.96 Kr¶
PnL: ---------------------------------------> 306.96 Kr¶
DD now: ---------------------------------> -6.958 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 10:18:28.273060'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.040000 | 1666.980000 | 197.980000 | 13.480000 | 1468.999998 |
| Orrön Energy | 180 | -0.120000 | 2199.600000 | 156.600000 | 7.670000 | 2043.000000 |
| Sedana Medical | 93 | -2.520000 | 2594.700000 | 73.700000 | 2.920000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.300000 | 992.000000 | 57.000000 | 6.100000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -0.940000 | 1010.400000 | 49.400000 | 5.140000 | 960.999996 |
| Sagax B | 4 | -0.620000 | 891.600000 | 37.600000 | 4.400000 | 854.000000 |
| VEF | 909 | -1.140000 | 1887.080000 | 37.080000 | 2.000000 | 1850.000436 |
| JM | 6 | -0.330000 | 899.400000 | 35.400000 | 4.100000 | 864.000000 |
| Catena | 2 | -1.430000 | 826.800000 | 34.800000 | 4.390000 | 792.000000 |
| Hexatronic Group | 12 | -0.020000 | 1001.520000 | 34.520000 | 3.570000 | 966.999996 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| Hoist Finance | 35 | -0.340000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| OX2 | 13 | 2.380000 | 977.600000 | 27.600000 | 2.910000 | 949.999999 |
| Bilia A | 8 | 0.350000 | 919.200000 | 19.200000 | 2.130000 | 900.000000 |
| BioGaia B | 8 | -0.510000 | 945.600000 | 15.600000 | 1.680000 | 930.000000 |
| Gränges | 9 | -0.100000 | 941.400000 | 13.400000 | 1.440000 | 927.999999 |
| HEXPOL B | 9 | 0.610000 | 1034.100000 | 13.100000 | 1.280000 | 1020.999996 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| Byggmax Group | 33 | -0.610000 | 967.560000 | 11.560000 | 1.210000 | 956.000001 |
| Clas Ohlson B | 12 | -0.980000 | 974.400000 | 1.400000 | 0.140000 | 972.999996 |
| AcadeMedia | 8 | -0.790000 | 403.200000 | 1.200000 | 0.300000 | 402.000000 |
| ASSA ABLOY B | 3 | -0.650000 | 774.600000 | -4.400000 | -0.560000 | 779.000001 |
| EQT | 4 | -1.290000 | 825.600000 | -6.400000 | -0.770000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Addnode Group B | 11 | -0.370000 | 898.700000 | -22.300000 | -2.420000 | 921.000003 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| SKF B | 5 | -0.140000 | 917.000000 | -23.000000 | -2.450000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Indutrade | 5 | -0.670000 | 1182.000000 | -36.000000 | -2.960000 | 1218.000000 |
| Latour B | 4 | -0.540000 | 811.600000 | -45.400000 | -5.300000 | 857.000000 |
| Vitec Software Group B | 2 | -1.700000 | 1041.000000 | -46.000000 | -4.230000 | 1087.000000 |
| Bufab | 3 | -0.910000 | 1041.000000 | -68.000000 | -6.130000 | 1109.000001 |
| Hexagon B | 26 | -1.590000 | 3378.700000 | -82.300000 | -2.380000 | 3461.000010 |
| BHG Group | 97 | -0.910000 | 1368.670000 | -90.330000 | -6.190000 | 1458.999989 |
| INVISIO | 16 | -0.660000 | 3592.000000 | -97.000000 | -2.630000 | 3689.000000 |
| TOTAL | 45362.960000 | 306.960000 | -6.9575% | 45056.000411 |
Updated:¶
'2023-07-05 10:18:45.140962'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
